Discover and read the best of Twitter Threads about #neogenchemicals

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If you are planning to invest in #Pharmasector or #chemicalsector, Watch the following videos for detailed understanding !

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1 #Divislabs

Read 21 tweets
NEOGEN said FY22 has been the best year in its history with highest level of growth in revenues at 69% in 4Q22 and 45% in FY22.
Q&A Insights: Anshul Verdia from @EdelweissFin asked that on the organic chemicals revenue, what led to the moderation QonQ of INR6 crore in terms of topline. Harin Kanani MD said it was driven by product mix and mainly because NEOGEN was trying to develop some new molecules.
Read 8 tweets
To understand the strength of a chemical business, it is very important to understand the chemistry, to understand it one should study the value chains of those businesses.

In this 🧵 we have studied value chains of various businesses

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Read 14 tweets
#neogenchemicals Q3 2022 Concall highlights 🧪⚗

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Operational Highlights

1. Highest quarterly revenue of ₹132.6 Cr, growth of 56% YoY
2. EBITDA grew by 41% YoY to ₹23.8 Cr
3. robust revenue gains driven by higher contribution from recently commissioned phase I & II expansions at Dahej SEZ
4. EBITDA performance includes transient cost impact related to Phase I & II expansion. This will be neutralised once the new plants operate at optimal utilisation levels.
5. Mahape and Vadodara continue at high utilisation levels.
Read 13 tweets
#neogenchemicals notes with B&K securities :
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1. Products and contracts
During the lockdown the company received two long term contracts
i)Innovator pharma customer who is already purchasing some molecules from neogen
ii)International agro innovator with whom neogen is working for complex 6-7 stage molecules

After the VAM machines were introduced in India, Neogen was the first company to manufacture Lithium bromide required in VAM machines
Current revenue mix is 50% bromine 30% advance intermediates(10% CSM) and 20% lithium which will change to 40% bromine 40% advance intermediates (20% CSM) and 20% lithium.
Read 9 tweets
This weekend is for me to celebrate. I recovered all my 3 years loss including corona. Let me tell my story. I was doing great till 2017 end. Was part of the small/mid cap rally and in nutshell paid SCG of nearly 3 lakhs. And then things turned around badly 1/n
Then from there I was part of the crash of small/midcap. Portfolio was fully into small stocks which cannot withstand the headwinds. I jumped from one stock to another like a monkey and intensified the loss. 2/n
Then came the election I decided to take advantage of the situation and to recover my loss, I indulged in futures and options during election time. my political predictions were wrong and made huge loss. To put into perspective, I cagr of my 13 years of market became 1-2% 3/n
Read 9 tweets

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